BK
CFP
BK
CFP

Brandon Scott Kelly

27 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
172 advisors
Number of Clients
3,279 clients
Average Client Portfolio
$462K average
Assets Under Management
$1.5B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.80%
$500K - $1.0M1.60%
$1.0M - $5.0M1.35%
$5M+1.10%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

13300 Newport Avenue, Second Floor, Tustin, CA, 92780

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
March 2002 - Present · 23 yrs 11 mos
U.S. Bancorp Advisors, LLCBroker
July 2000 - Present · 25 yrs 7 mos
Previous Registrations
Cal Fed InvestmentsBroker
June 1998 - July 2000 · 2 yrs 1 mo
State Registrations26 states
AZCACOCTDCFLGAHIIDKSMDMONCNJNVNYOKORPASCTNTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.